See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,200 | $80,717+234.7% | $154,803+74.5% | $84,808+218.6% |
| Participation rate | 92.3% | 66.8%+25.5pp | 78.1%+14.2pp | 68.3%+24.0pp |
| Annual return | 14.46% | 37.96%-23.5pp | 58.88%-44.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,830 | $2,761+2.5% | $4,305-34.3% | $2,631+7.6% |
| Participant deferral / active EE | $6,575 | $3,303+99.1% | $5,540+18.7% | $4,212+56.1% |
| Admin fee / account holder | $1,011 | $6,746-85.0% | $14,329-92.9% | $7,344-86.2% |